Helios Technologies (HLIO) reported second-quarter 2026 net sales of $231.9 million, up 9% from $212.5 million a year earlier. Net income rose 92% to $21.9 million, while diluted EPS increased 94% to $0.66.
The company raised its full-year 2026 outlook and said midpoint sales guidance would represent its highest annual sales in company history. Helios also reported record second-quarter cash from operations of $42 million and repurchased $6.0 million of common stock during the quarter.
- Second-quarter gross profit was $80.2 million, with gross margin of 34.6%.
- Hydraulics segment sales were $146.4 million, up 4% year over year.
- Electronics segment sales were $85.5 million, up 19% year over year.
- New full-year 2026 sales outlook is $880 million to $900 million.
- Third-quarter 2026 sales outlook is $215 million to $222 million.
- Net-debt-to-adjusted EBITDA leverage was 1.4x, down from 2.6x a year earlier.
$HLIO Insider Trading Activity
$HLIO insiders have traded $HLIO stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $HLIO stock by insiders over the last 6 months:
- MATTEO ARDUINI (President of Hydraulics, FCT) has made 0 purchases and 3 sales selling 13,027 shares for an estimated $1,134,121.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$HLIO Hedge Fund Activity
We have seen 134 institutional investors add shares of $HLIO stock to their portfolio, and 96 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BARROW HANLEY MEWHINNEY & STRAUSS LLC removed 974,161 shares (-98.0%) from their portfolio in Q1 2026, for an estimated $63,037,958
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. removed 693,072 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $61,856,676
- WELLINGTON MANAGEMENT GROUP LLP removed 690,854 shares (-34.6%) from their portfolio in Q1 2026, for an estimated $44,705,162
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added 645,319 shares (+523.2%) to their portfolio in Q1 2026, for an estimated $41,758,592
- APERTURE INVESTORS, LLC added 304,003 shares (+inf%) to their portfolio in Q1 2026, for an estimated $19,672,034
- BESSEMER GROUP INC removed 273,153 shares (-99.4%) from their portfolio in Q1 2026, for an estimated $17,675,730
- CONESTOGA CAPITAL ADVISORS, LLC removed 240,861 shares (-18.2%) from their portfolio in Q2 2026, for an estimated $21,496,844
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
